Diana Marinova is a freelance marketing consultant with extensive marketing and multi-cultural experience. She makes sure that the company’s message is clear and consistent. She helps bring the company to the new era of integrated marketing communications and social media networks where it is the customer who matters the most.

Storytelling for Financial Advisors – Acquiring High Net Worth Clients through “Storyselling”

Storytelling for Financial Advisors – Acquiring High Net Worth Clients through “Storyselling”

Nowadays “storyselling for financial advisors” is a big search trend. I found a book with that title but I doubt that’s what people in the industry are looking for. My guess would be that they are after high net worth clients with yet another “modern technique”. Truth be told, storyselling is just a catchy name for good old storytelling that Financial Advisors so rarely master completely.

Read more

Overcoming Objections: Everything Financial Advisors Need to Know about It

Overcoming Objections: Everything Financial Advisors Need to Know about It

As we all know, the #1 reason for failure among Financial Advisors and Wholesales is they don’t see enough people. What you may not know is that many of them avoid prospecting because they don’t have a clue how to overcome prospects’ objections. If this is what’s keeping you from having your appointments book full, today’s post will teach you everything you need to know about overcoming objections. Read on.

Read more

6 Tips on Online Reputation Management for Financial Advisors

6 Tips on Online Reputation Management for Financial Advisors

The key to building your reputation is to go to work every day and make the right choices, do the right things; to act like someone is watching you all the time. You already know that people you come in contact with will often build your online reputation for you. And yet, there are certain things you can do to manage your online reputation.

Read more

Why Focus on Bringing Your Prospecting Skills Up a Notch

Why Focus on Bringing Your Prospecting Skills Up a Notch in 2016

The raw truth about our business is that nothing happens without an appointment. You may be the greatest or the smartest advisor in the world, but if you don’t have enough appointments your business will suffer. If you don’t meet enough people, your business will suffer. If you are not a good prospector, your business will suffer.
Check out several posts that continuously received the most positive feedback from our readers this year – coincidentally, they are all about prospecting!

Read more

Why Is Online Reputation Important for Your Success as a Financial Advisor

Why Is Online Reputation Important for Your Success as a Financial Advisor

As Don Connelly always says, only three things must take place for you to get a new client: that person must like you, trust you and think you are smart. But how could prospects like you, trust you and think you are smart if they never met you? How do you come across as likeable, trustworthy and smart if you have no prior relationship with them?

The answer lies in your online reputation.

Read more

5 Email Marketing Trends for Financial Advisors

5 Email Marketing Trends for Financial Advisors

Contrary to what many business owners believe, email marketing is not dead and it is still one of the best communication channels to keep in touch with prospects, especially in the Financial Advisory industry.

Nothing can beat connecting in person but let’s be real. It’s impossible to meet and talk on the phone with hundreds of people who have your business card and might open an account with you one day. Here’s when email comes in handy.

Read more

What’s New on Don Connelly 24/7 in March 2015

What's New Don Connelly 247 March 2015

In this month’s blog post from the series “What’s New on Don Connelly 24/7“ we recap new podcasts, Weekly Focus issues, and the Monthly Newsletter from March 2015. Read on!

What’s new on Don Connelly 24/7 in March 2015

Remember, most links in this post will redirect you to premium content, accessible only to Professional and PLATINUM members of Don Connelly 24/7. Non-members can still see what topics Don discusses, what questions he answers, and what issues he is helping solve through the learning center.

Read more

1 2 3
top